Allison Ludwig

Allison Ludwig, CFP®, CKA®

Associate Advisor
Chicago, IL
allison.ludwig@bluetrust.com
(847) 945-2214
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Allison Ludwig is an associate advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Chicago, Illinois.

As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Allison provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. She oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Allison supports investment management through reviews, rebalancing, and reporting. Committed to excellence, she fosters strong client relationships and actively contributes to the team’s growth.

In 2020, Allison began her career with Blue Trust as an intern. She graduated magna cum laude from Liberty University with a BS in finance and financial planning.

Engaged in her local community, Allison is actively involved in the young adult ministry and a small group at her church. She is also a founding board member of the Community Purse Northern Cook County chapter, a community giving circle. Allison and her husband, Jon, reside in Highland Park, Illinois.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Understanding Private Credit: Risk, Liquidity, and Reality

Understanding Private Credit: Risk, Liquidity, and Reality

Invest with Purpose: Build a Portfolio That Honors Your Values and Reflects Your Faith

Financial Advisor for Christian Women Shares Why She Wrote Women of Worth

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/26 and subject to change.
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